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CEO Report: Second Quarter

July 31st, 2017

By Jeff Petersen, CEO

Summer is upon us, with winter being a distant memory (thankfully!) and many have been enjoying their annual vacations. It is an opportunity to experience areas of the world as part of our continuous lifetime learning. Our learning experiences could be in the United States or possibly another country. I continue ... Continue reading →

Market Commentary: Second Quarter

July 31st, 2017

How many new ways are there for the same old market forecasters to twist a timeless truth: None of us has any idea what the markets will do next. Consider the following quote from a recent Wall Street Journal article entitled, “Global Stocks Post Strongest First Half in Years, Worrying Investors.”... Continue reading →

Financial Awareness Month

April 17th, 2017

By Scott Sarber, President

As a Certified Financial Planner Practitioner™ and an investment advisor for more than 22 years; money, investments, and financial decisions are second nature to me.  But, I still don’t know everything, so continuing education and learning is always a priority as we have clients with very complicated... Continue reading →

CEO Report: First Quarter

April 17th, 2017

By Jeff Petersen, CEO

April is “Financial Awareness Month”. Being financially independent involves creating and retaining enough wealth to maintain a desired quality of life, both before and during retirement. It also involves protecting your wealth from possible criminal activity... Continue reading →

Market Commentary: First Quarter

April 17th, 2017

If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.”

There was the usual stream of global news. To name a few highlights... Continue reading →

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